Stockrabit · Analysts
Questions across 2 calls

Jonathan Lee

Guggenheim

Infosys Limited

Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'. · 2025-04-17
Great. Thanks for taking my questions. First question, can you clarify what the inorganic contribution is that is contemplating your outlook for fiscal '26?
Thanks for that clarification. Se cond, how would you characterize the pricing environment through the quarter? And how does that compare to what you have seen since the beginning of this fiscal year? External Document © 2025 Infosys Limited 15 We continue seeing stable pricing through the quar ter, generally at the ov erall business levels. Everything that has changed in the environment has been very recent. So we have not really seen any significant impact coming from them on the pricing environment. Having said that, one of the key pillar on our cost optimization or the margin improvement program is the value-based selling, that is not only pricing, that is everything around pricing, including getting the change request for the scope creeps, rotating our long-tenured employees across projects so that we get better pricing on them, having differentia ted pricing models for different services. So, all of that has helped in the last year and that endeavour continues in this year as well.
Infosys Limited CC-Mar25.pdf · 2025-04-17
Great. Thanks for taking my questions. First question, can you clarify what the inorganic contribution is that is contemplating your outlook for fiscal '26?
Thanks for that clarification. Se cond, how would you characterize the pricing environment through the quarter? And how does that compare to what you have seen since the beginning of this fiscal year? External Document © 2025 Infosys Limited 15 We continue seeing stable pricing through the quar ter, generally at the ov erall business levels. Everything that has changed in the environment has been very recent. So we have not really seen any significant impact coming from them on the pricing environment. Having said that, one of the key pillar on our cost optimization or the margin improvement program is the value-based selling, that is not only pricing, that is everything around pricing, including getting the change request for the scope creeps, rotating our long-tenured employees across projects so that we get better pricing on them, having differentia ted pricing models for different services. So, all of that has helped in the last year and that endeavour continues in this year as well.